Montz Harcus Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Montz Harcus Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Buy	3,170 +92	+3%	+$7.18K	0.09%	85
2026 Q1	$241K	Buy	3,078 +71	+2%	+$5.59K	0.1%	78
2025 Q4	$237K	Sell	3,007 -8	-0.3%	-$631	0.1%	82
2025 Q3	$238K	Buy	3,015 +22	+0.7%	+$1.73K	0.1%	76
2025 Q2	$236K	Buy	+2,993	New	+$234K	0.11%	75
2023 Q4	–	Sell	-3,063	Closed	-$230K	–	58
2023 Q3	$230K	Sell	3,063 -58	-2%	-$4.37K	0.2%	45
2023 Q2	$236K	Buy	3,121 +82	+3%	+$6.25K	0.2%	49
2023 Q1	$232K	Buy	3,039 +73	+2%	+$5.53K	0.21%	47
2022 Q4	$223K	Buy	2,966 +32	+1%	+$2.4K	0.22%	47
2022 Q3	$219K	Buy	2,934 +196	+7%	+$15K	0.24%	47
2022 Q2	$210K	Buy	+2,738	New	+$211K	0.22%	50

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Montz Harcus Wealth Management's BSV Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q2 2026, buying an estimated $7.18K and bringing the position to 3,170 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #85.

Montz Harcus Wealth Management first reported a position in BSV in Q2 2022 and has held it in 11 quarters since. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Montz Harcus Wealth Management held 3,170 shares of Vanguard Short-Term Bond ETF worth $247K as of Q2 2026.
Montz Harcus Wealth Management bought 92 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $7.18K.
Vanguard Short-Term Bond ETF made up 0.09% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #85 holding.
Montz Harcus Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 11 quarters since.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.